Portfolio update April 2022
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
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The portfolio up +0.8% over the past month and now +1.9% since inception in October last year.
Jardine Cycle & Carriage, Multi Bintang, Delfi and Ichigo Hotel REIT all increased in price while tech stock Sony dropped in line with NASDAQ. The exposure to Indonesian stocks has helped.
What stands out to me is the incredible weakness in the Japanese Yen, which depreciated 11% in just over a month. This depreciation has be…